Accountancy practice

Richard

21 Apr, 2016 01:13 PM

Hi.. I like what I see and would like to understand it better and how it could be useful to our Accountancy practice. We need to be able to do the following:

Most of our clients have two identities - themselves and their business. They will have tasks for themselves and their business which I need to complete at regular intervals - weekly, monthly, quarterly and annually (recurring and one off). Some tasks are delegated and so would like to be informed of their progress. Would like to upload documents and information to assist for the work to be completed.
Can dooster help me?